Westwood Global Investments, LLC 13F Filings & AI Analysis

CIK: 0001356513

Sector-focusedContrarianQuality / disciplined sizing

Total reported value

$2.7B

Reporting period: 2026-03-31 · Number of holdings: 20

Westwood Global Investments, LLC disclosed 20 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.7B and a quarterly turnover rate of 31.1%.

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Personality snowflake

Concentration: 59.53
Portfolio Stability: 31.1
Momentum/Contrarian: 0
Sector conviction: 100
Diversification: 24
Sizing Uniformity: 90.74

Westwood Global Investments, LLC's disclosed holdings carry a Herfindahl concentration index of 0.149 — mathematically equivalent to about 7 equally-sized positions, well below its 20 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.93), suggesting a disciplined, rules-based approach to how much capital goes into each idea.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 49% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Trim BAP
-2.1%　$72.5M
Trim ITUB
-1.0%　$69.8M
Trim AMX
-2.0%　$54.1M
Add GGAL
+78.2%　$88.9M
Trim BVN
-1.6%　$86.0M
Trim HDB
+45.0%　-$367.1K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 12 holdings (of 20 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BAP	Credicorp Ltd.	Stock-Financials	19.87%	-3.55%	-2.06%
2	ITUB	Itau Unibanco H-spon Prf Adr	Stock-Financials	18.97%	-3.37%	-0.98%
3	BVN	Cia De Minas Buenaventur-adr	Stock-Other	14.90%	-1.06%	-1.63%
4	TS	Tenaris Sa-adr	Stock-Other	14.47%	+0.25%	-8.23%
5	AMX	America Movil Sab De Cv	Stock-Other	11.72%	-1.52%	-2.01%
6	GGAL	Grupo Financiero Galicia-adr	Stock-Other	9.41%	+1.09%	+78.23%
7	YUMC	Yum China Holdings INC	Stock-Consumer Disc	8.65%	+8.65%	NEW
8	HDB	Hdfc Bank Ltd-adr	Stock-Financials	1.06%	-0.40%	+44.99%
9	BBAR	Bbva Argentina Sa-adr	Stock-Other	0.37%	-0.20%	+0.38%
10	GLOB	Globant S.A.	Stock-Tech	0.29%	+0.29%	NEW
11	TX	Ternium Sa-sponsored Adr	Stock-Other	0.27%	-0.14%	-13.42%
12	GHG	Greentree Hospitality Gr-adr	Stock-Other	0.01%	-0.05%	-58.27%

Portfolio Performance

Performance for Q3 2026

+5.8%

Performance Last 4 Quarters

+58.4%

Based on 85% of reported portfolio value with available pricing

Stdev: +19.9%
Beta: +0.45
Alpha: +16.7%
Max Drawdown: -12.7%
Annualized Perf: +25.8%
Batting Avg vs S&P: +47.2%
Sortino: +2.85
Stutzer: +0.38
Treynor: +0.56
Sterling: +1.32
Calmar: +2.04
Information Ratio: +0.32
Tracking Error: +20.3%
Stdev Down: +8.8%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +98.7%
Worst 12 Months: -11.1%
Efficiency Ratio: +0.58
Sharpe: +1.26
Stdev Sectors: +34.9%
Skewness: +0.54
Kurtosis: -0.04
Upside Potential: +4.67

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	20	$2.7B	31	1BAP 2ITUB 3BVN Top holdings2026-03-31 1.BAP 2.ITUB 3.BVN 4.TS 5.AMX 6.GGAL 7.YUMC 8.HDB 9.BBAR 10.GLOB
2025-12-31	16	$2.0B	25	1BAP 2ITUB 3BVN Top holdings2025-12-31 1.BAP 2.ITUB 3.BVN 4.TS 5.AMX 6.GGAL 7.HDB 8.BBAR 9.TX 10.GHG
2025-09-30	16	$2.0B	13	1ITUB 2BAP 3BVN Top holdings2025-09-30 1.ITUB 2.BAP 3.BVN 4.AMX 5.TS 6.ABEV 7.HDB 8.TX 9.GPRK 10.GHG
2025-06-30	17	$1.9B	16	1ITUB 2BAP 3TS Top holdings2025-06-30 1.ITUB 2.BAP 3.TS 4.ABEV 5.AMX 6.BVN 7.HDB 8.TX 9.GPRK 10.L00849
2025-03-31	16	$1.6B	37	1ITUB 2BAP 3TS Top holdings2025-03-31 1.ITUB 2.BAP 3.TS 4.ABEV 5.AMX 6.BVN 7.HDB 8.L00849 9.GPRK 10.GHG
2024-12-31	20	$2.0B	100	1BAP 2TS 3ITUB Top holdings2024-12-31 1.BAP 2.TS 3.ITUB 4.AMX 5.SHEL 6.ABEV 7.CHKP 8.BVN 9.BHP 10.FLUT
2024-09-30	20	$2.2B	0	1ITUB 2BAP 3TS Top holdings2024-09-30 1.ITUB 2.BAP 3.TS 4.ABEV 5.AMX 6.SHEL 7.CHKP 8.BVN 9.BHP 10.FLUT
2024-06-30	20	$2.0B	0	1ITUB 2BAP 3TS Top holdings2024-06-30 1.ITUB 2.BAP 3.TS 4.AMX 5.BVN 6.ABEV 7.SHEL 8.CHKP 9.BHP 10.HDB
2024-03-31	20	$2.2B	0	1ITUB 2TS 3BAP Top holdings2024-03-31 1.ITUB 2.TS 3.BAP 4.AMX 5.ABEV 6.BVN 7.SHEL 8.CHKP 9.BHP 10.HDB
2023-12-31	19	$2.3B	0	1ITUB 2TS 3ABEV Top holdings2023-12-31 1.ITUB 2.TS 3.ABEV 4.AMX 5.BAP 6.BVN 7.SHEL 8.CHKP 9.BHP 10.HDB
2023-09-30	19	$1.9B	0	1ITUB 2TS 3ABEV Top holdings2023-09-30 1.ITUB 2.TS 3.ABEV 4.AMX 5.BAP 6.SHEL 7.BVN 8.CHKP 9.BHP 10.HDB
2023-06-30	20	$2.0B	0	1ITUB 2ABEV 3AMX Top holdings2023-06-30 1.ITUB 2.ABEV 3.AMX 4.BAP 5.TS 6.SHEL 7.BVN 8.CHKP 9.HDB 10.BHP
2023-03-31	20	$1.8B	0	1AMX 2ITUB 3ABEV Top holdings2023-03-31 1.AMX 2.ITUB 3.ABEV 4.TS 5.BAP 6.BVN 7.SHEL 8.CHKP 9.HDB 10.BHP
2022-12-31	20	$1.8B	0	1TS 2ITUB 3AMXN Top holdings2022-12-31 1.TS 2.ITUB 3.AMXN 4.ABEV 5.BAP 6.BVN 7.SHEL 8.CHKP 9.HDB 10.BHP
2022-09-30	20	$1.6B	0	1ITUB 2ABEV 3AMXN Top holdings2022-09-30 1.ITUB 2.ABEV 3.AMXN 4.TS 5.BAP 6.BVN 7.SHEL 8.CHKP 9.HDB 10.BHP
2022-06-30	20	$1.6B	0	1AMXN 2ABEV 3ITUB Top holdings2022-06-30 1.AMXN 2.ABEV 3.ITUB 4.TS 5.BAP 6.BVN 7.SHEL 8.CHKP 9.VOD 10.HDB
2022-03-31	20	$2.0B	0	1ABEV 2AMXN 3ITUB Top holdings2022-03-31 1.ABEV 2.AMXN 3.ITUB 4.BAP 5.TS 6.BVN 7.CHKP 8.SHEL 9.BHP 10.VOD
2021-12-31	20	$1.6B	0	1AMXN 2ABEV 3ITUB Top holdings2021-12-31 1.AMXN 2.ABEV 3.ITUB 4.BAP 5.TS 6.BVN 7.BHP 8.CHKP 9.R6C2 10.HDB
2021-09-30	21	$1.6B	0	1ABEV 2AMXN 3ITUB Top holdings2021-09-30 1.ABEV 2.AMXN 3.ITUB 4.TS 5.BAP 6.BVN 7.HDB 8.BHP 9.CHKP 10.R6C2
2021-06-30	21	$1.7B	96	1ABEV 2ITUB 3AMXN Top holdings2021-06-30 1.ABEV 2.ITUB 3.AMXN 4.BAP 5.TS 6.BVN 7.BHP 8.HDB 9.CHKP 10.TX
2021-03-31	21	$1.5B	27	1ABEV 2ITUB 3AMXN Top holdings2021-03-31 1.ABEV 2.ITUB 3.AMXN 4.TS 5.BAP 6.BVN 7.HDB 8.BHP 9.TX 10.CHKP
2020-12-31	20	$1.3B	28	1ABEV 2ITUB 3AMXN Top holdings2020-12-31 1.ABEV 2.ITUB 3.AMXN 4.TS 5.BVN 6.HDB 7.BHP 8.CHKP 9.TX 10.VOD
2020-09-30	19	$982.3M	23	1ABEV 2AMXN 3ITUB Top holdings2020-09-30 1.ABEV 2.AMXN 3.ITUB 4.TS 5.BVN 6.HDB 7.CHKP 8.BHP 9.TX 10.VOD
2020-06-30	16	$860.9M	18	1AMXN 2ITUB 3ABEV Top holdings2020-06-30 1.AMXN 2.ITUB 3.ABEV 4.TS 5.HDB 6.CHKP 7.BHP 8.TX 9.VOD 10.GHG
2020-03-31	16	$728.6M	63	1AMXN 2ITUB 3ABEV Top holdings2020-03-31 1.AMXN 2.ITUB 3.ABEV 4.TS 5.CHKP 6.HDB 7.BHP 8.TX 9.VOD 10.GHG
2019-12-31	9	$955.1M	9	1ITUB 2AMXN 3TS Top holdings2019-12-31 1.ITUB 2.AMXN 3.TS 4.BHP 5.CHKP 6.TX 7.GHG 8.VOD 9.SUZ
2019-09-30	10	$893.5M	11	1ITUB 2AMXN 3TS Top holdings2019-09-30 1.ITUB 2.AMXN 3.TS 4.CHKP 5.BHP 6.TX 7.VOD 8.GHG 9.TSM 10.SUZ
2019-06-30	10	$976.7M	7	1ITUB 2AMXN 3TS Top holdings2019-06-30 1.ITUB 2.AMXN 3.TS 4.BHP 5.CHKP 6.TX 7.GHG 8.TSM 9.VOD 10.SUZ
2019-03-31	10	$957.5M	12	1ITUB 2AMXN 3TS Top holdings2019-03-31 1.ITUB 2.AMXN 3.TS 4.CHKP 5.BHP 6.TX 7.GHG 8.VOD 9.TSM 10.SUZ
2018-12-31	10	$994.4M	29	1ITUB 2AMXN 3TS Top holdings2018-12-31 1.ITUB 2.AMXN 3.TS 4.CHKP 5.BHP 6.TX 7.GHG 8.VOD 9.TSM 10.SUZ
2018-09-30	10	$990.0M	10	1ITUB 2AMXN 3TS Top holdings2018-09-30 1.ITUB 2.AMXN 3.TS 4.TX 5.CHKP 6.BHP 7.TSM 8.VOD 9.VALE 10.31573A
2018-06-30	12	$1.0B	44	1AMXN 2ITUB 3TS Top holdings2018-06-30 1.AMXN 2.ITUB 3.TS 4.TX 5.R6C2 6.BHP 7.CHKP 8.VOD 9.TSM 10.VALE
2018-03-31	15	$1.6B	17	1ITUB 2AMXN 3TS Top holdings2018-03-31 1.ITUB 2.AMXN 3.TS 4.PBR 5.PBR-A 6.TX 7.R6C2 8.BHP 9.CHKP 10.TSM
2017-12-31	14	$1.3B	6	1ITUB 2AMXN 3TS Top holdings2017-12-31 1.ITUB 2.AMXN 3.TS 4.PBR 5.PBR-A 6.TX 7.R6C2 8.BHP 9.VOD 10.TSM
2017-09-30	14	$1.3B	16	1ITUB 2AMXN 3TS Top holdings2017-09-30 1.ITUB 2.AMXN 3.TS 4.PBR 5.PBR-A 6.TX 7.R6C2 8.BHP 9.VOD 10.TSM
2017-06-30	14	$1.1B	11	1ITUB 2AMXN 3TS Top holdings2017-06-30 1.ITUB 2.AMXN 3.TS 4.PBR 5.PBR-A 6.TX 7.R6C2 8.BHP 9.TSM 10.VOD
2017-03-31	13	$1.2B	12	1ITUB 2AMXN 3TS Top holdings2017-03-31 1.ITUB 2.AMXN 3.TS 4.PBR 5.PBR-A 6.TX 7.R6C2 8.TSM 9.BHP 10.VOD
2016-12-31	13	$1.2B	13	1ITUB 2TS 3AMXN Top holdings2016-12-31 1.ITUB 2.TS 3.AMXN 4.PBR 5.PBR-A 6.TX 7.R6C2 8.TSM 9.VALE 10.BBL
2016-09-30	13	$1.1B	32	1ITUB 2TS 3AMXN Top holdings2016-09-30 1.ITUB 2.TS 3.AMXN 4.PBR 5.PBR-A 6.TX 7.R6C2 8.TSM 9.WIT 10.BBL
2016-06-30	14	$916.7M	17	1ITUB 2TS 3AMXN Top holdings2016-06-30 1.ITUB 2.TS 3.AMXN 4.PBR 5.WIT 6.PBR-A 7.TX 8.CCU 9.R6C2 10.TSM
2016-03-31	14	$858.0M	24	1AMXN 2ITUB 3TS Top holdings2016-03-31 1.AMXN 2.ITUB 3.TS 4.PBR 5.WIT 6.PBR-A 7.TX 8.CCU 9.R6C2 10.TSM
2015-12-31	10	$673.8M	7	1AMXN 2TS 3ITUB Top holdings2015-12-31 1.AMXN 2.TS 3.ITUB 4.WIT 5.PBR 6.PBR-A 7.CCU 8.TSM 9.31573A 10.VALE
2015-09-30	10	$679.8M	27	1AMXN 2TS 3ITUB Top holdings2015-09-30 1.AMXN 2.TS 3.ITUB 4.WIT 5.PBR 6.PBR-A 7.CCU 8.TSM 9.31573A 10.VALE
2015-06-30	10	$886.5M	37	1AMXN 2ITUB 3TS Top holdings2015-06-30 1.AMXN 2.ITUB 3.TS 4.PBR 5.WIT 6.PBR-A 7.CCU 8.TSM 9.31573A 10.VALE
2015-03-31	11	$1.1B	8	1AMXN 2TV 3ITUB Top holdings2015-03-31 1.AMXN 2.TV 3.ITUB 4.TS 5.WIT 6.PBR 7.PBR-A 8.CCU 9.TSM 10.31573A
2014-12-31	11	$1.2B	19	1AMXN 2TV 3ITUB Top holdings2014-12-31 1.AMXN 2.TV 3.ITUB 4.TS 5.PBR 6.WIT 7.PBR-A 8.CCU 9.TSM 10.31573A
2014-09-30	11	$1.4B	7	1AMXN 2TV 3ITUB Top holdings2014-09-30 1.AMXN 2.TV 3.ITUB 4.TS 5.PBR 6.WIT 7.PBR-A 8.CCU 9.TSM 10.31573A
2014-06-30	11	$1.4B	7	1ITUB 2TV 3AMXN Top holdings2014-06-30 1.ITUB 2.TV 3.AMXN 4.TS 5.PBR 6.PBR-A 7.WIT 8.CCU 9.TSM 10.VALE
2014-03-31	11	$1.3B	9	1TV 2ITUB 3AMXN Top holdings2014-03-31 1.TV 2.ITUB 3.AMXN 4.TS 5.PBR 6.WIT 7.PBR-A 8.CCU 9.TSM 10.31573A
2013-12-31	11	$1.3B	14	1AMXN 2TV 3ITUB Top holdings2013-12-31 1.AMXN 2.TV 3.ITUB 4.TS 5.PBR 6.WIT 7.PBR-A 8.CCU 9.31573A 10.TSM
2013-09-30	13	$1.3B	14	1AMXN 2ITUB 3TS Top holdings2013-09-30 1.AMXN 2.ITUB 3.TS 4.TV 5.PBR 6.WIT 7.PBR-A 8.CENTA 9.CCU 10.31573A
2013-06-30	13	$1.1B	0	1AMXN 2ITUB 3TS Top holdings2013-06-30 1.AMXN 2.ITUB 3.TS 4.TV 5.PBR 6.PBR-A 7.WIT 8.CENTA 9.CCU 10.TSM

Holding changes this quarter

Westwood Global Investments, LLC's most significant position changes for 2026-03-31: New buy: Yum China Holdings INC (YUMC); New buy: Globant S.A. (GLOB); Trim: Credicorp Ltd. (BAP) — shares -2.06%; Trim: Itau Unibanco H-spon Prf Adr (ITUB) — shares -0.98%; Trim: America Movil Sab De Cv (AMX) — shares -2.01%.

Position changes disclosed by Westwood Global Investments, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GGAL	Grupo Financiero Galicia-adr	+1.1%	+78.23%	Add
2	TS	Tenaris Sa-adr	+0.3%	-8.23%	Trim
3	GHG	Greentree Hospitality Gr-adr	-0.1%	-58.27%	Trim
4	TX	Ternium Sa-sponsored Adr	-0.1%	-13.42%	Trim
5	BBAR	Bbva Argentina Sa-adr	-0.2%	+0.38%	Add
6	HDB	Hdfc Bank Ltd-adr	-0.4%	+44.99%	Add
7	BVN	Cia De Minas Buenaventur-adr	-1.1%	-1.63%	Trim
8	AMX	America Movil Sab De Cv	-1.5%	-2.01%	Trim
9	ITUB	Itau Unibanco H-spon Prf Adr	-3.4%	-0.98%	Trim
10	BAP	Credicorp Ltd.	-3.6%	-2.06%	Trim
11	YUMC	Yum China Holdings INC	—	NEW	New buy
12	GLOB	Globant S.A.	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-14	13F-HR	View on EDGAR
2025-12-31	2026-02-10	13F-HR	View on EDGAR
2025-09-30	2025-12-18	Amendment	View on EDGAR
2025-09-30	2025-11-13	13F-HR	View on EDGAR
2025-06-30	2025-12-18	Amendment	View on EDGAR
2025-06-30	2025-08-11	13F-HR	View on EDGAR
2025-03-31	2025-12-18	Amendment	View on EDGAR
2025-03-31	2025-05-13	13F-HR	View on EDGAR
2024-12-31	2025-12-18	Amendment	View on EDGAR
2024-12-31	2025-12-18	Amendment	View on EDGAR
2024-12-31	2025-02-11	13F-HR	View on EDGAR
2024-09-30	2024-11-12	13F-HR	View on EDGAR
2024-06-30	2024-08-09	13F-HR	View on EDGAR
2024-03-31	2024-05-14	13F-HR	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-10	13F-HR	View on EDGAR
2023-03-31	2023-05-11	13F-HR	View on EDGAR
2022-12-31	2023-02-10	13F-HR	View on EDGAR
2022-09-30	2022-11-10	13F-HR	View on EDGAR
2022-06-30	2022-08-11	13F-HR	View on EDGAR
2022-03-31	2022-05-12	13F-HR	View on EDGAR
2021-12-31	2022-02-10	13F-HR	View on EDGAR
2021-09-30	2021-11-12	13F-HR	View on EDGAR
2021-06-30	2021-08-12	13F-HR	View on EDGAR
2021-03-31	2021-05-13	13F-HR	View on EDGAR
2020-12-31	2021-02-11	13F-HR	View on EDGAR
2020-09-30	2020-11-10	13F-HR	View on EDGAR
2020-06-30	2020-08-12	13F-HR	View on EDGAR
2020-03-31	2020-05-14	13F-HR	View on EDGAR
2019-12-31	2020-02-11	13F-HR	View on EDGAR
2019-09-30	2019-11-12	13F-HR	View on EDGAR
2019-06-30	2019-08-12	13F-HR	View on EDGAR
2019-03-31	2019-05-14	13F-HR	View on EDGAR
2018-12-31	2019-02-14	13F-HR	View on EDGAR
2018-09-30	2018-11-13	13F-HR	View on EDGAR
2018-06-30	2018-08-14	13F-HR	View on EDGAR
2018-03-31	2018-05-14	13F-HR	View on EDGAR
2017-12-31	2018-02-12	13F-HR	View on EDGAR
2017-09-30	2017-11-13	13F-HR	View on EDGAR
2017-06-30	2017-08-11	13F-HR	View on EDGAR
2017-03-31	2017-05-12	13F-HR	View on EDGAR
2016-12-31	2017-01-24	13F-HR	View on EDGAR
2016-09-30	2016-11-10	13F-HR	View on EDGAR
2016-06-30	2016-07-27	13F-HR	View on EDGAR
2016-03-31	2016-05-11	13F-HR	View on EDGAR
2015-12-31	2016-02-03	13F-HR	View on EDGAR
2015-09-30	2015-11-10	13F-HR	View on EDGAR
2015-06-30	2015-08-13	13F-HR	View on EDGAR
2015-03-31	2015-05-11	13F-HR	View on EDGAR
2014-12-31	2015-02-04	13F-HR	View on EDGAR
2014-09-30	2014-11-10	13F-HR	View on EDGAR
2014-06-30	2014-08-13	13F-HR	View on EDGAR
2014-03-31	2014-05-14	13F-HR	View on EDGAR
2013-12-31	2014-02-10	13F-HR	View on EDGAR
2013-09-30	2013-11-14	13F-HR	View on EDGAR
2013-06-30	2013-08-08	13F-HR	View on EDGAR

FAQ

What is Westwood Global Investments, LLC and what type of investor is it?

Westwood Global Investments, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.7B, spread across 20 disclosed positions.

What are Westwood Global Investments, LLC's largest equity positions?

Based on the latest 13F filing, Westwood Global Investments, LLC's top holdings by market value are: 1. Credicorp Ltd. (BAP) — $532.9M (19.9%) 2. Itau Unibanco H-spon Prf Adr (ITUB) — $508.9M (19.0%) 3. Cia De Minas Buenaventur-adr (BVN) — $399.7M (14.9%) 4. Tenaris Sa-adr (TS) — $388.3M (14.5%) 5. America Movil Sab De Cv (AMX) — $314.5M (11.7%)

What changes did Westwood Global Investments, LLC make in its most recent portfolio filing?

In the latest reported quarter, Westwood Global Investments, LLC made 12 notable position adjustments: 2 new positions were initiated, 3 existing holdings were added to, 7 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Yum China Holdings INC (YUMC); New buy: Globant S.A. (GLOB); Trim: Credicorp Ltd. (BAP) — shares -2.06%; Trim: Itau Unibanco H-spon Prf Adr (ITUB) — shares -0.98%; Trim: America Movil Sab De Cv (AMX) — shares -2.01%

What sectors does Westwood Global Investments, LLC focus on?

Westwood Global Investments, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 81.7% • Consumer Discretionary: 17.7% • Information Technology: 0.6%

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CIK 0000928196

Total reported value

$9.7B

73 stks

2026-03-31

Concentration14.4

Portfolio Stability28.2

Sector conviction57.3

1 of the top 5 holdings overlap, including Credicorp Ltd.

View detail

Westwood Global Investments, LLC 13F Filings & AI Analysis

CIK: 0001356513

Sector-focusedContrarianQuality / disciplined sizing

Total reported value

$2.7B

Reporting period: 2026-03-31 · Number of holdings: 20

Westwood Global Investments, LLC disclosed 20 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.7B and a quarterly turnover rate of 31.1%.

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Personality snowflake

Concentration: 59.53
Portfolio Stability: 31.1
Momentum/Contrarian: 0
Sector conviction: 100
Diversification: 24
Sizing Uniformity: 90.74

Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.93), suggesting a disciplined, rules-based approach to how much capital goes into each idea.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Trim BAP
-2.1%　$72.5M
Trim ITUB
-1.0%　$69.8M
Trim AMX
-2.0%　$54.1M
Add GGAL
+78.2%　$88.9M
Trim BVN
-1.6%　$86.0M
Trim HDB
+45.0%　-$367.1K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 12 holdings (of 20 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BAP	Credicorp Ltd.	Stock-Financials	19.87%	-3.55%	-2.06%
2	ITUB	Itau Unibanco H-spon Prf Adr	Stock-Financials	18.97%	-3.37%	-0.98%
3	BVN	Cia De Minas Buenaventur-adr	Stock-Other	14.90%	-1.06%	-1.63%
4	TS	Tenaris Sa-adr	Stock-Other	14.47%	+0.25%	-8.23%
5	AMX	America Movil Sab De Cv	Stock-Other	11.72%	-1.52%	-2.01%
6	GGAL	Grupo Financiero Galicia-adr	Stock-Other	9.41%	+1.09%	+78.23%
7	YUMC	Yum China Holdings INC	Stock-Consumer Disc	8.65%	+8.65%	NEW
8	HDB	Hdfc Bank Ltd-adr	Stock-Financials	1.06%	-0.40%	+44.99%
9	BBAR	Bbva Argentina Sa-adr	Stock-Other	0.37%	-0.20%	+0.38%
10	GLOB	Globant S.A.	Stock-Tech	0.29%	+0.29%	NEW
11	TX	Ternium Sa-sponsored Adr	Stock-Other	0.27%	-0.14%	-13.42%
12	GHG	Greentree Hospitality Gr-adr	Stock-Other	0.01%	-0.05%	-58.27%

Portfolio Performance

Performance for Q3 2026

+5.8%

Performance Last 4 Quarters

+58.4%

Based on 85% of reported portfolio value with available pricing

Stdev: +19.9%
Beta: +0.45
Alpha: +16.7%
Max Drawdown: -12.7%
Annualized Perf: +25.8%
Batting Avg vs S&P: +47.2%
Sortino: +2.85
Stutzer: +0.38
Treynor: +0.56
Sterling: +1.32
Calmar: +2.04
Information Ratio: +0.32
Tracking Error: +20.3%
Stdev Down: +8.8%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +98.7%
Worst 12 Months: -11.1%
Efficiency Ratio: +0.58
Sharpe: +1.26
Stdev Sectors: +34.9%
Skewness: +0.54
Kurtosis: -0.04
Upside Potential: +4.67

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	20	$2.7B	31	1BAP 2ITUB 3BVN Top holdings2026-03-31 1.BAP 2.ITUB 3.BVN 4.TS 5.AMX 6.GGAL 7.YUMC 8.HDB 9.BBAR 10.GLOB
2025-12-31	16	$2.0B	25	1BAP 2ITUB 3BVN Top holdings2025-12-31 1.BAP 2.ITUB 3.BVN 4.TS 5.AMX 6.GGAL 7.HDB 8.BBAR 9.TX 10.GHG
2025-09-30	16	$2.0B	13	1ITUB 2BAP 3BVN Top holdings2025-09-30 1.ITUB 2.BAP 3.BVN 4.AMX 5.TS 6.ABEV 7.HDB 8.TX 9.GPRK 10.GHG
2025-06-30	17	$1.9B	16	1ITUB 2BAP 3TS Top holdings2025-06-30 1.ITUB 2.BAP 3.TS 4.ABEV 5.AMX 6.BVN 7.HDB 8.TX 9.GPRK 10.L00849
2025-03-31	16	$1.6B	37	1ITUB 2BAP 3TS Top holdings2025-03-31 1.ITUB 2.BAP 3.TS 4.ABEV 5.AMX 6.BVN 7.HDB 8.L00849 9.GPRK 10.GHG
2024-12-31	20	$2.0B	100	1BAP 2TS 3ITUB Top holdings2024-12-31 1.BAP 2.TS 3.ITUB 4.AMX 5.SHEL 6.ABEV 7.CHKP 8.BVN 9.BHP 10.FLUT
2024-09-30	20	$2.2B	0	1ITUB 2BAP 3TS Top holdings2024-09-30 1.ITUB 2.BAP 3.TS 4.ABEV 5.AMX 6.SHEL 7.CHKP 8.BVN 9.BHP 10.FLUT
2024-06-30	20	$2.0B	0	1ITUB 2BAP 3TS Top holdings2024-06-30 1.ITUB 2.BAP 3.TS 4.AMX 5.BVN 6.ABEV 7.SHEL 8.CHKP 9.BHP 10.HDB
2024-03-31	20	$2.2B	0	1ITUB 2TS 3BAP Top holdings2024-03-31 1.ITUB 2.TS 3.BAP 4.AMX 5.ABEV 6.BVN 7.SHEL 8.CHKP 9.BHP 10.HDB
2023-12-31	19	$2.3B	0	1ITUB 2TS 3ABEV Top holdings2023-12-31 1.ITUB 2.TS 3.ABEV 4.AMX 5.BAP 6.BVN 7.SHEL 8.CHKP 9.BHP 10.HDB
2023-09-30	19	$1.9B	0	1ITUB 2TS 3ABEV Top holdings2023-09-30 1.ITUB 2.TS 3.ABEV 4.AMX 5.BAP 6.SHEL 7.BVN 8.CHKP 9.BHP 10.HDB
2023-06-30	20	$2.0B	0	1ITUB 2ABEV 3AMX Top holdings2023-06-30 1.ITUB 2.ABEV 3.AMX 4.BAP 5.TS 6.SHEL 7.BVN 8.CHKP 9.HDB 10.BHP
2023-03-31	20	$1.8B	0	1AMX 2ITUB 3ABEV Top holdings2023-03-31 1.AMX 2.ITUB 3.ABEV 4.TS 5.BAP 6.BVN 7.SHEL 8.CHKP 9.HDB 10.BHP
2022-12-31	20	$1.8B	0	1TS 2ITUB 3AMXN Top holdings2022-12-31 1.TS 2.ITUB 3.AMXN 4.ABEV 5.BAP 6.BVN 7.SHEL 8.CHKP 9.HDB 10.BHP
2022-09-30	20	$1.6B	0	1ITUB 2ABEV 3AMXN Top holdings2022-09-30 1.ITUB 2.ABEV 3.AMXN 4.TS 5.BAP 6.BVN 7.SHEL 8.CHKP 9.HDB 10.BHP
2022-06-30	20	$1.6B	0	1AMXN 2ABEV 3ITUB Top holdings2022-06-30 1.AMXN 2.ABEV 3.ITUB 4.TS 5.BAP 6.BVN 7.SHEL 8.CHKP 9.VOD 10.HDB
2022-03-31	20	$2.0B	0	1ABEV 2AMXN 3ITUB Top holdings2022-03-31 1.ABEV 2.AMXN 3.ITUB 4.BAP 5.TS 6.BVN 7.CHKP 8.SHEL 9.BHP 10.VOD
2021-12-31	20	$1.6B	0	1AMXN 2ABEV 3ITUB Top holdings2021-12-31 1.AMXN 2.ABEV 3.ITUB 4.BAP 5.TS 6.BVN 7.BHP 8.CHKP 9.R6C2 10.HDB
2021-09-30	21	$1.6B	0	1ABEV 2AMXN 3ITUB Top holdings2021-09-30 1.ABEV 2.AMXN 3.ITUB 4.TS 5.BAP 6.BVN 7.HDB 8.BHP 9.CHKP 10.R6C2
2021-06-30	21	$1.7B	96	1ABEV 2ITUB 3AMXN Top holdings2021-06-30 1.ABEV 2.ITUB 3.AMXN 4.BAP 5.TS 6.BVN 7.BHP 8.HDB 9.CHKP 10.TX
2021-03-31	21	$1.5B	27	1ABEV 2ITUB 3AMXN Top holdings2021-03-31 1.ABEV 2.ITUB 3.AMXN 4.TS 5.BAP 6.BVN 7.HDB 8.BHP 9.TX 10.CHKP
2020-12-31	20	$1.3B	28	1ABEV 2ITUB 3AMXN Top holdings2020-12-31 1.ABEV 2.ITUB 3.AMXN 4.TS 5.BVN 6.HDB 7.BHP 8.CHKP 9.TX 10.VOD
2020-09-30	19	$982.3M	23	1ABEV 2AMXN 3ITUB Top holdings2020-09-30 1.ABEV 2.AMXN 3.ITUB 4.TS 5.BVN 6.HDB 7.CHKP 8.BHP 9.TX 10.VOD
2020-06-30	16	$860.9M	18	1AMXN 2ITUB 3ABEV Top holdings2020-06-30 1.AMXN 2.ITUB 3.ABEV 4.TS 5.HDB 6.CHKP 7.BHP 8.TX 9.VOD 10.GHG
2020-03-31	16	$728.6M	63	1AMXN 2ITUB 3ABEV Top holdings2020-03-31 1.AMXN 2.ITUB 3.ABEV 4.TS 5.CHKP 6.HDB 7.BHP 8.TX 9.VOD 10.GHG
2019-12-31	9	$955.1M	9	1ITUB 2AMXN 3TS Top holdings2019-12-31 1.ITUB 2.AMXN 3.TS 4.BHP 5.CHKP 6.TX 7.GHG 8.VOD 9.SUZ
2019-09-30	10	$893.5M	11	1ITUB 2AMXN 3TS Top holdings2019-09-30 1.ITUB 2.AMXN 3.TS 4.CHKP 5.BHP 6.TX 7.VOD 8.GHG 9.TSM 10.SUZ
2019-06-30	10	$976.7M	7	1ITUB 2AMXN 3TS Top holdings2019-06-30 1.ITUB 2.AMXN 3.TS 4.BHP 5.CHKP 6.TX 7.GHG 8.TSM 9.VOD 10.SUZ
2019-03-31	10	$957.5M	12	1ITUB 2AMXN 3TS Top holdings2019-03-31 1.ITUB 2.AMXN 3.TS 4.CHKP 5.BHP 6.TX 7.GHG 8.VOD 9.TSM 10.SUZ
2018-12-31	10	$994.4M	29	1ITUB 2AMXN 3TS Top holdings2018-12-31 1.ITUB 2.AMXN 3.TS 4.CHKP 5.BHP 6.TX 7.GHG 8.VOD 9.TSM 10.SUZ
2018-09-30	10	$990.0M	10	1ITUB 2AMXN 3TS Top holdings2018-09-30 1.ITUB 2.AMXN 3.TS 4.TX 5.CHKP 6.BHP 7.TSM 8.VOD 9.VALE 10.31573A
2018-06-30	12	$1.0B	44	1AMXN 2ITUB 3TS Top holdings2018-06-30 1.AMXN 2.ITUB 3.TS 4.TX 5.R6C2 6.BHP 7.CHKP 8.VOD 9.TSM 10.VALE
2018-03-31	15	$1.6B	17	1ITUB 2AMXN 3TS Top holdings2018-03-31 1.ITUB 2.AMXN 3.TS 4.PBR 5.PBR-A 6.TX 7.R6C2 8.BHP 9.CHKP 10.TSM
2017-12-31	14	$1.3B	6	1ITUB 2AMXN 3TS Top holdings2017-12-31 1.ITUB 2.AMXN 3.TS 4.PBR 5.PBR-A 6.TX 7.R6C2 8.BHP 9.VOD 10.TSM
2017-09-30	14	$1.3B	16	1ITUB 2AMXN 3TS Top holdings2017-09-30 1.ITUB 2.AMXN 3.TS 4.PBR 5.PBR-A 6.TX 7.R6C2 8.BHP 9.VOD 10.TSM
2017-06-30	14	$1.1B	11	1ITUB 2AMXN 3TS Top holdings2017-06-30 1.ITUB 2.AMXN 3.TS 4.PBR 5.PBR-A 6.TX 7.R6C2 8.BHP 9.TSM 10.VOD
2017-03-31	13	$1.2B	12	1ITUB 2AMXN 3TS Top holdings2017-03-31 1.ITUB 2.AMXN 3.TS 4.PBR 5.PBR-A 6.TX 7.R6C2 8.TSM 9.BHP 10.VOD
2016-12-31	13	$1.2B	13	1ITUB 2TS 3AMXN Top holdings2016-12-31 1.ITUB 2.TS 3.AMXN 4.PBR 5.PBR-A 6.TX 7.R6C2 8.TSM 9.VALE 10.BBL
2016-09-30	13	$1.1B	32	1ITUB 2TS 3AMXN Top holdings2016-09-30 1.ITUB 2.TS 3.AMXN 4.PBR 5.PBR-A 6.TX 7.R6C2 8.TSM 9.WIT 10.BBL
2016-06-30	14	$916.7M	17	1ITUB 2TS 3AMXN Top holdings2016-06-30 1.ITUB 2.TS 3.AMXN 4.PBR 5.WIT 6.PBR-A 7.TX 8.CCU 9.R6C2 10.TSM
2016-03-31	14	$858.0M	24	1AMXN 2ITUB 3TS Top holdings2016-03-31 1.AMXN 2.ITUB 3.TS 4.PBR 5.WIT 6.PBR-A 7.TX 8.CCU 9.R6C2 10.TSM
2015-12-31	10	$673.8M	7	1AMXN 2TS 3ITUB Top holdings2015-12-31 1.AMXN 2.TS 3.ITUB 4.WIT 5.PBR 6.PBR-A 7.CCU 8.TSM 9.31573A 10.VALE
2015-09-30	10	$679.8M	27	1AMXN 2TS 3ITUB Top holdings2015-09-30 1.AMXN 2.TS 3.ITUB 4.WIT 5.PBR 6.PBR-A 7.CCU 8.TSM 9.31573A 10.VALE
2015-06-30	10	$886.5M	37	1AMXN 2ITUB 3TS Top holdings2015-06-30 1.AMXN 2.ITUB 3.TS 4.PBR 5.WIT 6.PBR-A 7.CCU 8.TSM 9.31573A 10.VALE
2015-03-31	11	$1.1B	8	1AMXN 2TV 3ITUB Top holdings2015-03-31 1.AMXN 2.TV 3.ITUB 4.TS 5.WIT 6.PBR 7.PBR-A 8.CCU 9.TSM 10.31573A
2014-12-31	11	$1.2B	19	1AMXN 2TV 3ITUB Top holdings2014-12-31 1.AMXN 2.TV 3.ITUB 4.TS 5.PBR 6.WIT 7.PBR-A 8.CCU 9.TSM 10.31573A
2014-09-30	11	$1.4B	7	1AMXN 2TV 3ITUB Top holdings2014-09-30 1.AMXN 2.TV 3.ITUB 4.TS 5.PBR 6.WIT 7.PBR-A 8.CCU 9.TSM 10.31573A
2014-06-30	11	$1.4B	7	1ITUB 2TV 3AMXN Top holdings2014-06-30 1.ITUB 2.TV 3.AMXN 4.TS 5.PBR 6.PBR-A 7.WIT 8.CCU 9.TSM 10.VALE
2014-03-31	11	$1.3B	9	1TV 2ITUB 3AMXN Top holdings2014-03-31 1.TV 2.ITUB 3.AMXN 4.TS 5.PBR 6.WIT 7.PBR-A 8.CCU 9.TSM 10.31573A
2013-12-31	11	$1.3B	14	1AMXN 2TV 3ITUB Top holdings2013-12-31 1.AMXN 2.TV 3.ITUB 4.TS 5.PBR 6.WIT 7.PBR-A 8.CCU 9.31573A 10.TSM
2013-09-30	13	$1.3B	14	1AMXN 2ITUB 3TS Top holdings2013-09-30 1.AMXN 2.ITUB 3.TS 4.TV 5.PBR 6.WIT 7.PBR-A 8.CENTA 9.CCU 10.31573A
2013-06-30	13	$1.1B	0	1AMXN 2ITUB 3TS Top holdings2013-06-30 1.AMXN 2.ITUB 3.TS 4.TV 5.PBR 6.PBR-A 7.WIT 8.CENTA 9.CCU 10.TSM

Holding changes this quarter

Position changes disclosed by Westwood Global Investments, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GGAL	Grupo Financiero Galicia-adr	+1.1%	+78.23%	Add
2	TS	Tenaris Sa-adr	+0.3%	-8.23%	Trim
3	GHG	Greentree Hospitality Gr-adr	-0.1%	-58.27%	Trim
4	TX	Ternium Sa-sponsored Adr	-0.1%	-13.42%	Trim
5	BBAR	Bbva Argentina Sa-adr	-0.2%	+0.38%	Add
6	HDB	Hdfc Bank Ltd-adr	-0.4%	+44.99%	Add
7	BVN	Cia De Minas Buenaventur-adr	-1.1%	-1.63%	Trim
8	AMX	America Movil Sab De Cv	-1.5%	-2.01%	Trim
9	ITUB	Itau Unibanco H-spon Prf Adr	-3.4%	-0.98%	Trim
10	BAP	Credicorp Ltd.	-3.6%	-2.06%	Trim
11	YUMC	Yum China Holdings INC	—	NEW	New buy
12	GLOB	Globant S.A.	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-14	13F-HR	View on EDGAR
2025-12-31	2026-02-10	13F-HR	View on EDGAR
2025-09-30	2025-12-18	Amendment	View on EDGAR
2025-09-30	2025-11-13	13F-HR	View on EDGAR
2025-06-30	2025-12-18	Amendment	View on EDGAR
2025-06-30	2025-08-11	13F-HR	View on EDGAR
2025-03-31	2025-12-18	Amendment	View on EDGAR
2025-03-31	2025-05-13	13F-HR	View on EDGAR
2024-12-31	2025-12-18	Amendment	View on EDGAR
2024-12-31	2025-12-18	Amendment	View on EDGAR
2024-12-31	2025-02-11	13F-HR	View on EDGAR
2024-09-30	2024-11-12	13F-HR	View on EDGAR
2024-06-30	2024-08-09	13F-HR	View on EDGAR
2024-03-31	2024-05-14	13F-HR	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-10	13F-HR	View on EDGAR
2023-03-31	2023-05-11	13F-HR	View on EDGAR
2022-12-31	2023-02-10	13F-HR	View on EDGAR
2022-09-30	2022-11-10	13F-HR	View on EDGAR
2022-06-30	2022-08-11	13F-HR	View on EDGAR
2022-03-31	2022-05-12	13F-HR	View on EDGAR
2021-12-31	2022-02-10	13F-HR	View on EDGAR
2021-09-30	2021-11-12	13F-HR	View on EDGAR
2021-06-30	2021-08-12	13F-HR	View on EDGAR
2021-03-31	2021-05-13	13F-HR	View on EDGAR
2020-12-31	2021-02-11	13F-HR	View on EDGAR
2020-09-30	2020-11-10	13F-HR	View on EDGAR
2020-06-30	2020-08-12	13F-HR	View on EDGAR
2020-03-31	2020-05-14	13F-HR	View on EDGAR
2019-12-31	2020-02-11	13F-HR	View on EDGAR
2019-09-30	2019-11-12	13F-HR	View on EDGAR
2019-06-30	2019-08-12	13F-HR	View on EDGAR
2019-03-31	2019-05-14	13F-HR	View on EDGAR
2018-12-31	2019-02-14	13F-HR	View on EDGAR
2018-09-30	2018-11-13	13F-HR	View on EDGAR
2018-06-30	2018-08-14	13F-HR	View on EDGAR
2018-03-31	2018-05-14	13F-HR	View on EDGAR
2017-12-31	2018-02-12	13F-HR	View on EDGAR
2017-09-30	2017-11-13	13F-HR	View on EDGAR
2017-06-30	2017-08-11	13F-HR	View on EDGAR
2017-03-31	2017-05-12	13F-HR	View on EDGAR
2016-12-31	2017-01-24	13F-HR	View on EDGAR
2016-09-30	2016-11-10	13F-HR	View on EDGAR
2016-06-30	2016-07-27	13F-HR	View on EDGAR
2016-03-31	2016-05-11	13F-HR	View on EDGAR
2015-12-31	2016-02-03	13F-HR	View on EDGAR
2015-09-30	2015-11-10	13F-HR	View on EDGAR
2015-06-30	2015-08-13	13F-HR	View on EDGAR
2015-03-31	2015-05-11	13F-HR	View on EDGAR
2014-12-31	2015-02-04	13F-HR	View on EDGAR
2014-09-30	2014-11-10	13F-HR	View on EDGAR
2014-06-30	2014-08-13	13F-HR	View on EDGAR
2014-03-31	2014-05-14	13F-HR	View on EDGAR
2013-12-31	2014-02-10	13F-HR	View on EDGAR
2013-09-30	2013-11-14	13F-HR	View on EDGAR
2013-06-30	2013-08-08	13F-HR	View on EDGAR